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JBFRX vs MWTRX
JBFRX vs MWTRX Comparison
Open Charts JBFRX vs MWTRX
JHancock Bond R4
Price$13.74
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets27.1B
TCW MetWest Total Return Bd M
Price$9.25
Change-$0.03 (-0.32%)
VolumeN/A
Net Assets32.15B
JBFRX vs MWTRX Comparison Chart in %
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JBFRX vs. MWTRX commentary
Nov 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JBFRX is a Hold and MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 32.2B vs. JBFRX (27.1B). JBFRX pays higher dividends than MWTRX: JBFRX (4.32) vs MWTRX (3.65). JBFRX was incepted earlier than MWTRX: JBFRX (11 years) vs MWTRX (29 years). JBFRX (0.71) is less costly to investors than MWTRX (0.65). MWTRX is a more actively managed with annual turnover of: 418.00 vs. JBFRX (100.00). JBFRX has a lower initial minimum investment than MWTRX: JBFRX (0) vs MWTRX (5000). MWTRX (7.07) and JBFRX (6.75) have marching annual gain over last year. JBFRX return over 5 years is better than : -1.00 vs. MWTRX (-7.60).
| JBFRX | MWTRX | JBFRX / MWTRX | |
| Total Expense Ratio | 0.60 | 0.65 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.65 | 109% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 6.830 | 7.229 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 32.2B | 84% |
| Annual Yield % from dividends | 4.32 | 3.65 | 118% |
| Returns for 1 year | 6.75 | 7.07 | 95% |
| Returns for 3 years | 18.00 | 15.98 | 113% |
| Returns for 5 years | -1.00 | -7.60 | 13% |
| Returns for 10 years | 25.99 | 10.67 | 244% |
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